CFA Charterholder jobs in Bachelors

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Found 37 Corporate, North America jobs

  • Portfolio Manager

    • Edmonton
    • Bonus on performance + HSA and eligible business expenses covered
    • Bilyk Financial Wealth Management

    Help create model portfolios, monitor and rebalance client accounts along with keeping accounts compliance and kyp information up to date.  Review ...

    New

  • Investment Analyst

    • Scottsdale, Arizona
    • Salary based upon experience, plus benefits.
    • SunChase

    Investment Analyst with responsibilities related to financial investments, direct business capital investments and private lending.

    New

  • Investment Counselor - Toronto office

    • Toronto (Region), Ontario (CA)
    • Commensurate with experience - Base salary plus bonus
    • Kerr Financial Consultants

      KERR FINANCIAL GROUP Investment Counsellor – Toronto, Ontario Kerr Financial is looking for an experienced investment management professional to ...

  • Small Cap Analyst

    • Chicago, Illinois
    • commensurate with experience, includes benefits and incentive compensation
    • Segall Bryant & Hamill

    SBH Small Cap team is seeking a small cap analyst eager to develop their skills and knowledge across the small cap investment discipline.

  • Senior Portfolio Manager, TRUST

    • Saint Louis, Missouri (US)
    • Visit our career site to learn more about our total compensation approach.
    • Edward Jones.

    Provide discretionary management for complex trust and high net worth portfolios in accordance with clients' unique needs and fiduciary standards.

  • Junior Credit Analyst

    • Dallas, Texas (US)
    • -
    • ORIX USA

    Purpose and Job Summary Signal Peak Capital Management (“SPCM”) is seeking a Junior Credit Analyst to assist Senior Credit Analysts in conducting r...

  • Director of Capital Markets

    • West Coast
    • 200,000+
    • CenterSquare Investment Management LLC

    Capital Raising for private/listed real estate & debt fund - target client base of institutional investors in western US/Canada & Asia Pacific Region

  • Associate Analyst I-Equities (Remote Work Eligible)

    • Saint Louis, Missouri (US)
    • Visit our career site to learn more about our total compensation approach.
    • Edward Jones.

    Support the Securities Research Team by gathering data, conducting due diligence and helping to prepare investment recommendations.

  • Senior Investment Advisor

    • Seattle
    • DOE
    • McCutchen Group, LLC

    This is client facing investment advisory role. The ideal candidate will have broad investment experience and enjoy working with HNW clients.

  • Portfolio Manager

    • Lake Saint Louis, Missouri
    • Compensation package depends on experience and ability to perform all job functions
    • First Heartland

    Portfolio Manager will work with firm to develop and launch proprietary models for advisors and share expertise with firm's advisors.

  • Investment Manager

    • Grand Rapids, Michigan (US)
    • $85,000-$150,000/year + benefits; Compensation package commensurate with education and experience.
    • Kevin Toler & Associates

    This is a rare opportunity to join a boutique six-person investment firm in a senior investment manager role.

  • Portfolio Mananger

    • Victoria, British Columbia (CA)
    • Base salary + Commissions
    • TD Wealth

    TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly person...

  • Equity Analyst - Technology

    • Chicago, Illinois
    • TBA
    • Morningstar, Inc

    The analyst will publish in-depth research pieces that exemplify our reputation for thought leadership, assess outcomes and provide analysis

  • Portfolio Manager

    • Fort Worth, Texas
    • Commensurate with experience
    • Diesslin Group, Inc.

    As a Portfolio Manager, you will work with clients to design and implement investment portfolios aimed at meeting their unique objectives.  In this...

  • Operational Risk Manager

    • Madison, Wisconsin
    • Competitive pay
    • State of Wisconsin Investment Board

    OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System ...

  • Wealth Management Investment Officer

    • Chandler, Arizona (US)
    • TBD
    • Great Western Bank

    The Investment Officer assists in designing, implementing and communicating the investment strategy for the Wealth Management group.

  • Associate Director, Valuation

    • Littleton, Colorado (US), Kennett Square, PA (US)
    • Based on experience
    • Chatham Financial

    Overview: We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportuni...

  • Director - Investment Analyst

    • Tacoma, Washington State
    • TBD (see description)
    • Benchmark Plus Management, LLC

    About the Company: Benchmark Plus Management, founded in 1998 and headquartered in the Greater Seattle Area, partners with tax exempt institutions ...

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